Call Tracking
Use the Call Tracking tab to view and record specific call details between the dealership and the customer related to their job jacket.
The Call Tracking tab is accessed by clicking a Jacket Number on the Job Jackets Listing screen.
Call Tracking tab
Fields on the Call Tracking tab are:
| Field | Description |
|---|---|
| Tracking | The job jacket number. |
| Location | The location where the machine is being serviced. |
| Date | The date when the call was added. |
| Time | The time when the call was added. |
| Name | The name of the contact who was called. |
| Description | A description of the call. |
Click the Need to record a call? Click here to add link to open the Record a Call screen.
Click Close to close the Call Tracking tab and return to the Jacket screen.